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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 222.69

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Nov 19 3:59 PM EST

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To: Glenn D. Rudolph who wrote (114979)	1/11/2001 8:57:19 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 164684

Glenn Thanks for your informative posts on ariba and i2. I do know for a fact that supply chain management is considered a survival tool at one large industrial company that is trying to re-engineer its processes. I think that importance also applies to many companies. "Liz Tudor" (what is her real name ?) used to mention it all the time. I did not understand then what she meant. But I think the software has become critical now to every industrial company. At first I was just going to sell my 100 shares of ARBA for a little profit. But I think now I will instead add to them and buy some ITWO, also. For a long term hold.

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